OUR TEAM

* indicates shareholder

MANAGEMENT COMMITTEE

DaveFulton2021

DAVID C. FULTON, JR., CFA*

PRESIDENT and CEO

Carl J. Tippit, CFA*

Senior Managing Director

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director and Chief Wealth Strategist

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Charles B. Burkhart, Jr.*

External Board Member

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Jennifer Coleman

External Board Member

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Marilyn Eisele

External Board Member

EXECUTIVE LEADERSHIP

DaveFulton2021

DAVID C. FULTON, JR., CFA*

PRESIDENT and CEO

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Kathleen Thompson, PMP*

Chief Financial Officer

Carl J. Tippit, CFA*

Senior Managing Director

BradKnapp2021

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director and Head of Integration & Planning

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Research & Investment Management

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Svetlana M. Loshakov, CFA*

Head of Investments

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Aneet P. Deshpande, CFA*

Chief Investment Strategist, Senior Managing Director

Carl J. Tippit, CFA*

Senior Managing Director

Thomas M. Seay*

Senior Managing Director, Research

JAMES D. AWAD

Senior Managing Director

Joseph D. Boushelle, CFA, CAIA*

Senior Managing Director, Alternatives

David A. McClearn, CFA*

Managing Director, Portfolio Management

Daniel Meges

Managing Director, Research

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Andres Arsuaga, CFA

Director, Portfolio Management

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Joe Nitting, CFA, CAIA

Analyst, Research

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Mike McLelland, CFA, CAIA

Analyst, Research

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Andrew Burger

Portfolio Manager

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Caroline Lyu

Portfolio Manager

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Haley Schubert

Portfolio Manager

Mitchel H. Green

Portfolio Manager

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Adam Felten

Associate Portfolio Manager

ErinGray2021

Erin D. H. Gray

Research Associate

Kimberly D. Trnavsky

Alternative Investment Administrator

INSTITUTIONAL CONSULTING GROUP

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Adam J. Blake, AIF®*

Senior Managing Director

Anthony M. Saracusa, CIMA®*

Senior Managing Director

Brian K. Hrabak, CFA*

Senior Managing Director

Grant B. Guyuron, CFA*

Senior Managing Director

Sarah E. Parker, AIF*

Senior Managing Director

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Lawrence M. Carone, CFA, CAIA*

Managing Director

JohnColla2021

John F. Colla, CFA*

MANAGING DIRECTOR

John D. Evans, CFA*

Managing Director

Brian T. Wunderle

DIRECTOR

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Joseph T. Adams

Associate

KarenBuckley2021

Karen T. Buckley

Institutional Coordinator

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Luz Caraballo

Administrative Assistant

PRIVATE CLIENT GROUP

BradKnapp2021

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

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Satricia A. Rice, JD, CFA, CIMA®*

Senior Managing Director and Head of Portfolio Management

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director and Head of Integration & Planning

Anthony G. Micheli, CPA*

Senior Managing Director

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director and Chief Wealth Strategist

JAMES D. AWAD

Senior Managing Director

James R. Pruce, CFP®, CPA*

Senior Managing Director

JohnMarino2021

John Marino, CFP®, CPA*

Senior Managing Director

MichaelDearden2021

Michael S. Dearden, ATP®*

Senior Managing Director

Tracy A. Jemison, II*

Senior Managing Director

David P. Miller, CFP®, CPA

Managing Director

GregLonczak2021

Gregory Q. Lonczak, CFP®*

Managing Director

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Jonathan A. Watts, CPA*

Managing Director

Maureen Leneghan, CPA, CFP®*

Managing Director, Financial Planning

Theodore J. Robbins, CPA , CFP®*

Managing Director, Private Client Group

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Kayleigh Cowser, Esq.

Director, Trusts and Estates

Emily C. Hajec

Senior Associate

GrantDeprey190724

Grant W. Deprey, CPA

Senior Associate

JoeBaranek2021

Joseph Baranek, CFP®

Senior Associate

Lisa M. Chavez, CPA

Senior Associate

Teresa A. LaCorte, CPA

Senior Associate

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Adam T. Clare

Planning Associate

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Dave Flegal, CPA, CFP®

Planning Associate

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Emily Keller

Planning Associate

James T. Thomas, CPA

Planning Associate

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Jessica G. Martin

Planning Associate

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Kiana Woodgett

Planning Associate

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Max Zarick, CPA

Planning Associate

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Allison E. Schaefer

Client Service Associate

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Angela Kelly

Client Service Associate

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Chelsea Enslow

Client Service Associate

Kimberly A. Herbst

Client Service Associate

Peggy E. Shalala

Client Service Associate

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Rachel Ratajczak

Client Service Associate

Susan A. Svenson

Client Service Associate

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Kristen Low

Administrative Assistant

Administration

Steven F. Wolken*

Chief Compliance Officer

DennisKasper2021

Dennis M. Kasper*

Managing Director, Information Technology

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Jane F. Battes, SPHR*

Managing Director, Human Resources

Jennifer D. Lucas

Office Administrator | Recruiter

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Sarah Richter, CPA

Staff Accountant

Amber N. Coletta

Business Analyst

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Daniel J. Usay

Business Analyst

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Edward Mielcarek

Senior Associate, IT

Bonny L. Constantino

Accounting & Compliance Associate

MonicaFletcher2021

Monica A. Fletcher

Associate, Marketing

Devra G. Woodard

Receptionist

REPORTING AND OPERATIONS

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Bianca L. Friscan*

Senior Managing Director, Operations

Maureen A. Berthelot

Database Coordinator

SarahO’Conner2021

Sarah R. O'Connor

Institutional Operations Associate

Cristina T. Popoiu

Senior Performance Analyst

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Abby Hausman

Performance Analyst

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Konstantin Goldberg

Performance Analyst

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Kyle Shuki

Performance Analyst

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Claudia N. Kerchenski

Operations Associate

Sandra J. Wallenhorst

Associate

SueWitalis2021

Susan E. Witalis

Trader

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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